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Sundaram Focused Fund - Direct Plan

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

Suitability

This product is suitable for investors who are seeking

• Long term Capital Growth

• Investment in equity & equity related securities including equity derivatives of large capitalization Companies

Fund Info

Scheme Class	Equity
Scheme Category	Focused Fund
Expense Ratio	1.48%
Min subscription	₹ 300

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 756
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 300

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 0.25%, if redeemed between (0-7) days. No Exit load, if redeemed after 7 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
IDFC Focused Equity Fund - Direct Plan	1000	1000	13.69%
Axis Focused 25 Fund - Direct Plan	100	100	11.15%
Motilal Oswal Focused 25 Fund - Direct Plan	1000	1000	14.45%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	9
Treps	Cash - Repurchase Agreement	8
Housing Development Finance Corp Ltd	Equity	7
Reliance Industries Ltd	Equity	6
Infosys Ltd	Equity	6
State Bank of India	Equity	4
Canara Bank	Equity	4
Larsen & Toubro Ltd	Equity	4
Avenue Supermarts Ltd	Equity	4
Bajaj Finserv Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	92
Cash - Repurchase Agreement	8
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	33
Industrials	15
Consumer Cyclical	9
Cash - Repurchase Agreement	8
Technology	8

Fund Manager

Ravi Gopalakrishnan

2+ years of experience

Sudhir Kedia

0+ years of experience

Sundaram Mutual Fund

AUM₹30,497 Cr

About

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m